Episode 331: Dollar Stories, The Rule Of 55, The Nicest Guy of FI, Basic Portfolio Construction Principles, And Reviews As Of April 5, 2024
Description
In this episode we answer questions from Dale, Brad and Corey. We discuss a new paper about US dollar dominance and the common narrative fallacies associated with that issue, using the Rule of 55 for 401(k) withdrawals, the Nicest Guy of FI, and the basics of constructing portfolios with high historical safe withdrawal rates.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Marketwatch Article: Dethrone the dollar? 5 charts show how U.S. currency still rules world economy. - MarketWatch
Paper re Status of US Dollar: delivery.php (ssrn.com)
Schwab Article re The Rule of 55: Retiring Early? 5 Key Points about the Rule of 55 | Charles Schwab
DBMF Quarterly Review: iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | April 2024 (youtube.com)
Andrew Beer Interview On The Development And Use Of Managed Futures In Diversified Portfolios: SI290: Honey, I Shrunk the Trend-Following ft. Andrew Beer | Top Traders Unplugged
Portfolio Charts Portfolio Matrix Tool: Portfolio Matrix – Portfolio Charts
Support the Show.
In this episode we answer emails from James, MyContactInfo and Cy. We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and...
Published 11/13/24
In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation.And THEN we our go...
Published 11/10/24